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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.93% | | 5-Year Average Return: | -2.33% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 33.05% | |
Worst 1-Yr Total Return (2008): | -38.76% | |
Best 3-Yr Total Return (2004-6): | 23.37% | |
Worst 3-Yr Total Return (2006-8): | -12.70% |
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| 1-Year: | -29.52% | | 3-Year: | -14.06% | | 5-Year: | -0.68% | | 10-Year: | 7.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WDJCX | Category | Diff | Index* | Diff | | Year To Date | 16.93 | 22.99 | -6.06 | 24.07 | -7.14 | | 1-Month | 5.58 | 6.66 | -1.08 | 6.00 | -0.42 | | 3-Month | 7.57 | 8.82 | -1.25 | 7.91 | -0.34 | | 1-Year | 39.20 | 42.04 | -2.84 | 25.39 | 13.81 | | 3-Year | -16.88 | -15.72 | -1.16 | -5.79 | -11.09 | | 5-Year | -2.33 | -1.07 | -1.26 | 0.71 | -3.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.95 | 78.85 | 2.1 | 45.76 | 35.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.86 | -30.70 | -3.16 | -18.25 | -15.61 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WDJCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.76 | -39.55 | 0.79 | | 2007 | | | -18.35 | -14.66 | -3.69 | | 2006 | | | 33.05 | 33.58 | -0.53 | | 2005 | | | 9.39 | 11.51 | -2.12 | | 2004 | | | 29.01 | 32.02 | -3.01 | | 2003 | | | 32.94 | 36.80 | -3.86 | | 2002 | | | 2.25 | 4.54 | -2.29 | | 2001 | | | 11.78 | 10.00 | 1.78 | | 2000 | | | 26.63 | 27.02 | -0.39 | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
WDJCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -33.90 | 30.37 | 34.88 | N/A | | 2008 | 1.86 | -5.83 | 4.41 | -38.85 | | 2007 | 3.19 | -9.39 | 1.32 | -13.81 | | 2006 | 14.57 | -2.11 | 8.65 | 9.20 | | 2005 | -7.77 | 14.14 | 3.03 | 0.86 | | 2004 | 11.62 | -6.07 | 7.71 | 14.24 | | 2003 | 0.36 | 12.22 | 8.78 | 8.51 | | 2002 | 7.82 | 4.12 | -9.14 | 0.24 | | 2001 | -0.61 | 10.47 | -2.38 | 4.29 | | 2000 | 2.01 | 9.89 | 8.58 | 4.03 | | 1999 | N/A | N/A | N/A | -2.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 258 | 267 | 96.63 | | 1-Month | 279 | 282 | 98.94 | | 3-Month | 276 | 276 | 100.00 | | 6-Month | 145 | 270 | 53.70 | | 1-Year | 213 | 265 | 80.38 | | 3-Year | 166 | 228 | 72.81 | | 5-Year | 146 | 201 | 72.64 |
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0.20% Nasdaq 
Performance
